See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,380 | $197,591-18.3% | $177,821-9.2% | $158,922+1.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 14.00% | 58.76%-44.8pp | 48.32%-34.3pp | 302.83%-288.8pp |
| Employer contribution / active EE | $4,136 | $6,697-38.2% | $5,918-30.1% | $4,761-13.1% |
| Participant deferral / active EE | $5,262 | $8,405-37.4% | $7,714-31.8% | $5,982-12.0% |
| Admin fee / account holder | $835 | $15,399-94.6% | $12,427-93.3% | $11,246-92.6% |